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Original filing (PDF)20250924105245NAL0016904546001
INTERA INCORPORATED
Form 5500
FILING_RECEIVED
INTERA INCORPORATED EMPLOYEES SAVINGS TRUST
401(k) retirement plan
Active participants
233
Accounts w/ balance
262
Plan assets (EOY)
$46.6M
Net assets (EOY)
$46.6M
How this plan invests
This plan
8 pooled trusts
Schedule D
7 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTERA INCORPORATED.
Plan sponsor
Name
INTERA INCORPORATED
EIN
74-3010638
Address
9600 GREAT HILLS TRAIL · SUITE 300W · AUSTIN, TX · 78759
Phone
(512) 425-2000
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LARSON & COMPANY, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$22K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $7K | — |
| ALLIANT RETIRMENT SERVICES LLC | — | PASADENA, CA | CONSULTANT | $5K | — |
Investments
1 direct security · 8 pooled funds· $25.4M(55% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$21.5M
8 holdings
Uncategorized
$3.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FLEXPATH CON 2035 R2 GREAT GRAY TRUST COMPANY · EIN 47-3018134 / PN 233 | Common Collective Trust | — | — | $5.1M | 11.0% | |
| [DFE: FLEXPATH INDEXPLUS CONSERVATIVE RETIREMENT FUND (extraction pending)] | — | — | — | $3.9M | 8.5% | |
| FLEXPATH CON RET R2 GREAT GRAY TRUST COMPANY · EIN 47-2916729 / PN 227 | Common Collective Trust | — | — | $3.9M | 8.5% | |
| FLEXPATH CON 2055 R2 GREAT GRAY TRUST COMPANY · EIN 47-3216409 / PN 239 | Common Collective Trust | — | — | $3.6M | 7.8% | |
| FLEXPATH CON 2045 R2 GREAT GRAY TRUST COMPANY · EIN 47-3144367 / PN 236 | Common Collective Trust | — | — | $2.8M | 6.0% | |
| LARGE CAP VALUE R2 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7264544 / PN 707 | Common Collective Trust | — | — | $2.6M | 5.6% | |
| GS STABLE VALUE INV3 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | $2.7M | $2.5M | 5.3% | |
| MID CAP VALUE R1 GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $863K | 1.9% | |
| FLEXPATH CON 2025 R2 GREAT GRAY TRUST COMPANY · EIN 47-2961375 / PN 230 | Common Collective Trust | — | — | $0 | <0.1% |
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